AAM S&P 500 High Dividend Value ETF
SPDV
30 hedge funds and large institutions have $33.4M invested in AAM S&P 500 High Dividend Value ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 3 closing their positions.
31% more capital invested
Capital invested by funds: $25.6M → $33.4M (+$7.83M)
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
6.39% more ownership
Funds ownership: 42.55% → 48.94% (+6.4%)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
6% less funds holding
Funds holding: 32 → 30 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.34M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$785K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$623K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$455K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$207K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$127K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$84.3K |
| 3 |
SSWM
Strait & Sound Wealth Management
San Francisco,
California
|
-$78.3K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$75.4K |
| 5 |
JP Morgan Chase
New York
|
-$55.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
26
Creative Financial Designs
Kokomo,
Indiana
| $54.8K | +$596 | +18 | +1% |
|
|
27
JP Morgan Chase
New York
| $21.8K | -$55.6K | -1,679 | -71% |
|
28
Bank of Montreal
Toronto,
Ontario, Canada
| $16.3K | – | – | – |
|
|
AAP
29
Arax Advisory Partners
Denver,
Colorado
| $4.39K | +$4.47K | +135 | New |
|
|
SIS
30
Sound Income Strategies
Ft Lauderdale,
Florida
| $4.03K | +$33 | +1 | +0.8% |
|
31
Wells Fargo
San Francisco,
California
| $12 | -$33 | -1 | Closed |
|
32
UBS Group
Zurich,
Switzerland
| – | -$44.4K | -1,366 | Closed |
|
|
PA
33
PSI Advisors
Tampa,
Florida
| – | -$17.8K | -547 | Closed |
|
SPDV Hedge Fund Activity: Q1 2025 in Review
30 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q1 2025, worth a combined $33.4M — up 31% from $25.6M a quarter earlier.
Fund positioning in SPDV was balanced in Q1 2025: 3 funds opened new positions, 3 closed out, 13 added to existing stakes and 11 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $6.34M. The largest seller was Raymond James Financial, cutting an estimated $127K.
- 30 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q1 2025, down from 32 in Q4 2024.
- Funds reported $33.4M of AAM S&P 500 High Dividend Value ETF stock for Q1 2025, up 31% quarter-over-quarter.
- 3 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q1 2025 and 3 closed out, a net change of 0 holders.
- The largest AAM S&P 500 High Dividend Value ETF buyer in Q1 2025 was Osaic Holdings, an estimated $6.34M added.
- The largest AAM S&P 500 High Dividend Value ETF seller in Q1 2025 was Raymond James Financial, an estimated $127K sold.
Based on aggregated 13F filings for Q1 2025.